4min chapter

The Emerging Markets Podcast by Tellimer cover image

EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria

The Emerging Markets Podcast by Tellimer

CHAPTER

Nigerian Sovereigns Return 17% Year to Date

Nigeria is interesting in a way that the country is not really suffering from a political primeer or whatever as we could see on another country like Ecuador, for instance. But a really fundamental story and not quite negative picture, which is quite changing now. Moon has been so bad that I remember to discuss with some investors last year, I mentioned that Nigeria was a default candidate,. And I think that it's changing now. That's why we need a fast and real change of direction, of fundamentals in order to rebuild confidence.

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